Next destination: $100M AUM.
Learn successful strategies used by high-growth RIA advisors and chart your way to the $100M milestone and beyond.
Meet the 18-page guide complete with new tactics, best-practice information, and innovative systems for elevating client acquisition.
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Inside the guide:
Five questions every RIA owner should ask to refine their firm’s vision
Four tested approaches to increase client engagement
Two highly economical event strategies that attract and convert prospects
What differentiates a great client experience from an average one
Metrics for measuring client happiness that go beyond anecdotes
The 5 step annual review process that expands your market (for the price of a coffee)
The exact script and prompt that naturally kickstarts the referral conversation
What attracts and retains top talent (and how to build it into your firm)
How a billion dollar firm demonstrates passion to their clients
A simple approach to talking more authentically about your RIA
What you stand to gain by reaching out proactively with good news
The most effective way to close an event (without being sales-y)
The unexpected source of inspiration that led one firm to over 200 referrals
Three essential traits to look for when hiring to minimize “bad hires”
A simple framework that resolves the tendency to overcomplicate marketing
How to build a referral flywheel that leaves no introduction unexplored
About the expert.
Jason Wenk
CEO, Founder
Jason Wenk, the founder and CEO of Altruist, built two multi-billion-dollar RIAs* and has coached hundreds of emerging advisors toward success.
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